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Cost Basis Analyst

Company: D.A. Davidson Companies
Location: Great Falls
Posted on: July 8, 2019

Job Description:

Job Description:At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company specializing in wealth management, financial planning, equity & fixed income capital markets, investment banking, award-winning research, CD underwriting, public finance and more.We believe in doing what is right for our clients and, as employee-owners, are empowered to deliver high-impact solutions. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.The Cost Basis Analyst will be responsible for timely reporting and data analysis. In this role, you will work closely with other members of the team, but will also be expected to work independently with a high attention to detail to complete tasks as assigned. This position is required to maintain a high degree of confidentiality with respect to client and company information. This is a part-time, temporary position, expected to work 15 or more hours per week.Required Experience:Qualifications:* Prior experience with data analysis/reporting required.



  • Proficient in MS Office with intermediate Microsoft Excel skills required.
  • Ability to take direction, work independently and stay on task.
  • Organized, and able to complete assignments in a timely manner with a high level of accuracy and attention to detail.
  • Must be able to maintain a high level of confidentialityDuties:* Prepare individual cost basis reports for participants in the retirement plan from a diverse set of historical and current data sources, in an accurate and timely manner. This is a part-time temporary position. We expect this role to require around 15 hours a week during normal office operating hours.
  • Other duties and projects as assigned.Please be sure to include a cover letter along with your resume as part of your application.Keyword: Cost Basis Analyst


    From: D.A. Davidson Companies

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Keywords: D.A. Davidson Companies, Great Falls , Cost Basis Analyst, Accounting, Auditing , Great Falls, Montana

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